"Financial Planner" Title Protection Discussion
Why does this matter to you?
Ask Matt Benson:
FPA announced its intent to pursue the legal recognition of the term “financial planner” through title protection as the Association’s long-term advocacy objective. Over the next several months, FPA leaders will engage with internal and external stakeholders to gather thoughts and opinions on this important matter. Obviously, our chapter leaders and executives are one of our most important internal stakeholder groups.
On April 5, 2023, at 4:00 p.m. ET, FPA leaders will hold a Pacific Region FPA Chapter Leaders Title Protection Forum to hear directly from you and other chapter leaders and executives from the Pacific Region. We hope you will join us. This forum is your opportunity to ask questions and share your thoughts on what the potential threshold standards for competency and ethics should include and the strategies you believe FPA should pursue to achieve this ambitious objective.
Please register to participate in this important forum. Once registered, you will receive an email from Zoom with the necessary login information. Please note that the meeting will be recorded and made available to all Pacific chapter leaders and executives who cannot join the meeting.
Thank you for your participation and for having your voice heard on this critical issue. And be sure to check out the title protection page on the FPA website for additional information!
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